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Iron Triangle Partners’s Surgery Partners SGRY Stock Holding History

Iron Triangle Partners’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,044,530
Closed -$33.4M – 37
2023
Q4 		$33.4M Buy
+1,044,530
New +$30.3M 4.32% 10
2023
Q3 		– Sell
-580,973
Closed -$26.1M – 28
2023
Q2 		$26.1M Sell
580,973
-234,579
-29% -$8.95M 3.49% 12
2023
Q1 		$28.1M Sell
815,552
-464,448
-36% -$15.1M 4.06% 12
2022
Q4 		$35.7M Buy
1,280,000
+730,000
+133% +$19.3M 6.39% 5
2022
Q3 		$12.9M Buy
550,000
+281,824
+105% +$9M 2.25% 24
2022
Q2 		$7.76M Sell
268,176
-131,824
-33% -$5.76M 1.01% 22
2022
Q1 		$22M Sell
400,000
-143,696
-26% -$7.11M 2.62% 19
2021
Q4 		$29M Buy
+543,696
New +$25.2M 4.05% 13
2021
Q2 		– Sell
-725,000
Closed -$32.1M – 34
2021
Q1 		$32.1M Sell
725,000
-194,338
-21% -$7.22M 4.08% 12
2020
Q4 		$26.7M Buy
919,338
+169,338
+23% +$4.21M 3.46% 14
2020
Q3 		$16.4M Buy
750,000
+73,348
+11% +$1.3M 3.67% 15
2020
Q2 		$7.83M Buy
+676,652
New +$7.42M 1.97% 22

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Iron Triangle Partners's SGRY Position: Q1 2024 in Review

Iron Triangle Partners sold out of Surgery Partners (SGRY) in Q1 2024, closing a stake of 1,044,530 shares — an estimated $33.4M sold.

Iron Triangle Partners first reported a position in SGRY in Q2 2020 and held it in 12 quarters. The position peaked at $35.7M in Q4 2022. 180 funds tracked by Wall St. Rank hold SGRY as of Q1 2024.

  • Iron Triangle Partners reported no remaining Surgery Partners position as of Q1 2024 after selling out during the quarter.
  • Iron Triangle Partners sold 1,044,530 Surgery Partners shares in Q1 2024, an estimated $33.4M.
  • Iron Triangle Partners first reported a position in Surgery Partners in Q2 2020 and held it in 12 quarters.
  • Iron Triangle Partners's Surgery Partners position peaked at $35.7M in Q4 2022.
  • 180 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2024.

Based on Iron Triangle Partners's 13F filing for Q1 2024, filed 15 May 2024.